Blog Archives

KeatsConnelly Cross-Border Weekly Best of the Web 2014-10-10

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week, we begin with some very welcome

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Estate Taxes – Not Just an American Issue

contributed by Nathan Gehring One of the concerns many individuals considering a move to the United States have is the US estate taxation system. With an estate tax rate of 40% on wealth, many wealthy potential immigrants have significant concerns

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Cross-Border Tax Regime Timing

contributed by Nathan Gehring  As promised in my last blog post, I am in the process of writing several pieces discussing some of the interesting nuances of cross-border financial planning. In this post, I’m going to review a particularly powerful

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The Allure of Cross-Border Financial Planning

contributed by Nathan Gehring My return to KeatsConnelly has surprised me. Even though I had spent nearly two years working here previously, I had forgotten just how different cross-border financial planning can be compared to conventional financial planning. There’s something

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KeatsConnelly Cross-Border Weekly Best of the Web 2014-4-4

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. This week we offer a mix of articles

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Things You May Not Know Are Taxable Income In The US

Contributed by Brad Reichert, CFA, CFP, CHC, CLU  With spring officially upon us and tax season in full swing, our Tax team has been working diligently to prepare our client tax returns accurately and completely, to meet the fast-approaching filing

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Charity starts with my dogs

Contributed by Virginia Dhondt CFP®,As some of our readers know, my husband Mike and I have two dogs, a Weimaraner (Cassi, age 11) and a Vizsla (Teka, age 8). When we got Cassi as a puppy, we never dreamed we

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2014 Inflation-adjusted figures for foreign items

Based on information provided to KeatsConnelly from Thomson Reuter Checkpoint (formerly the Research Institute of America), the anticipated 2014 US numbers for foreign tax and reporting items are below.  All amounts apply to US taxes and are stated in US

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KeatsConnelly Cross-Border Weekly Best of the Web 2013-3-8

Every week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets. On tap this week – updated news on

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“Permanent Marginal” Tax Rate: An Important Concept

contributed by Nathan Gehring, CFP® (US) A frequent struggle when working with clients and their tax preparers on tax matters is helping them balance current tax savings with potential future tax costs. As a financial planner, I am often looking

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Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

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